Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar

Celebrity Estates Podcast: Cross-Border Planning Lessons

Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

Receiving an inheritance can be exciting, but there are tax implications when you inherit money or property. Here's what you need to know about inheritance tax and what you can do to minimize your tax burden. 22 Aug

What Can You Do To Protect Your Inheritance From Taxes?

The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most. 03 Jul

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run. 17 Jan

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Consulting with estate planning professionals, who specialize in these non-traditional assets, is very important. 19 Apr

Art & Collectibles: Unique Challenges for Owners and Inheritors

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb

Tax Considerations for Inherited Properties: What You Need to Know